OFFICE SERVICES and effective estate planning starts with an initial meeting to gather information and assess your overall objectives. Participation from your accountant and other financial advisors contributes to the team approach.
Our analysis addresses not only the income, gift, estate, generation-skipping and California real property tax issues, but also factors in the personal, family, business, asset protection and philanthropic issues.
Our office then develops a comprehensive and custom designed system which is based on the structure of your assets and tailored to achieve your goals. Implementation of this system follows, bringing the plan to life. The actual formation of the recommended business entities, delivery of well drafted documents and the completion of the asset transfer process result in a fully integrated estate plan.
Some useful information about our office and work can be found in the links below:
About Probate and Trust Administration
Mediation for Trust- and Probate-Related Disputes